Original filing (PDF)20250613160135NAL0051637426001

LUZIO & ASSOCIATES BEHAVIORAL

Name: LUZIO & ASSOCIATES BEHAVIORAL — LUZIO & ASSOCIATES BEHAVIORAL 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: LUZIO & ASSOCIATES BEHAVIORAL

Form 5500-SF

FILING_RECEIVED

LUZIO & ASSOCIATES BEHAVIORAL 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$393K

Net assets (EOY)

$393K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LUZIO & ASSOCIATES BEHAVIORAL.

Plan sponsor

Name

LUZIO & ASSOCIATES BEHAVIORAL

EIN

35-2001158all filings

Address

4411 WASHINGTON AVE STE 300 · EVANSVILLE, IN · 477140900

Phone

(812) 479-1916

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